Schaeffler India FY25: Revenue ₹93,953m, PAT up 22.4%

Key takeaways

Schaeffler India Limited reported higher standalone revenue and profit for 2025 versus 2024, supported by double-digit growth across recent quarters. Standalone net revenue for 2025 stood at ₹93,953 million compared with ₹80,763 million in 2024, a rise of 16.3%. Profit before tax (PBT) before exceptional items increased to ₹16,120 million from ₹13,175 million, up 22.3%. Profit after tax (PAT) rose to ₹11,962 million from ₹9,777 million, up 22.4%. The filing and related updates also highlighted quarter-on-quarter (QoQ) and year-on-year (YoY) improvements in revenue, margins, and earnings per share (EPS) across reported periods.

FY25 standalone performance versus FY24

The company’s standalone financial highlights show broad-based growth in revenue and profitability in 2025 compared with 2024. Net revenue increased by ₹13,190 million to ₹93,953 million. PBT before exceptional items expanded by ₹2,945 million to ₹16,120 million. PAT increased by ₹2,185 million to ₹11,962 million. These movements indicate that profit growth outpaced revenue growth in the year, based on the disclosed percentage changes.

Quarterly revenue momentum and reported bases

The disclosures include multiple quarterly snapshots stated in crore terms, alongside detailed tables in ₹ million. In one update, revenue from operations was reported at ₹27,240 million for a quarter, rising 28% over ₹21,360 million in the corresponding quarter of the previous year. The same update stated the topline was up 12% QoQ versus ₹24,350 million in the preceding quarter.

Separately, the same section also stated that on a standalone basis, revenue for Q4FY25 was ₹26,430 million, up 27% YoY and 12% QoQ. While the prompt does not explicitly reconcile these two figures, both have been presented as reported numbers in the source text.

Profitability, margins, and labour code impact

For Q4FY25, PBT (before exceptional items) was reported at ₹4,450 million, 31.5% higher than the corresponding quarter of 2024. The PBT margin for the quarter stood at 16.9%. The update also quantified an impact from the new labour code at -0.8% on the PBT margin. The PBT margin compared with 16.3% in the corresponding quarter of 2024 and 17.5% in the preceding quarter.

Net profit for Q4FY25 was reported at ₹3,280 million, with a net profit margin of 12.4%. These figures position the quarter as one where the company held margins broadly steady while growing profits faster than revenue, based on the disclosed growth rates.

September 2025 quarter: revenue, EBITDA, and PAT growth

Schaeffler India also reported results for the quarter ended September 2025 showing a 22.4% YoY rise in net profit to ₹2,893 million, alongside revenue growth. Revenue from operations increased 15% to ₹24,346 million from ₹21,163 million. EBITDA grew 23.5% to ₹4,564 million, and the EBITDA margin improved to 18.7% from 17.5%.

PBT before exceptional items rose 23.9% to ₹4,129 million, with the PBT margin increasing to 17.5%. The disclosure noted this was the sixth consecutive quarter of double-digit growth, with Automotive Technologies and exports cited as drivers.

Nine-month performance through September 2025

For the nine months ended September 2025, revenue from operations stood at ₹67,523 million, up 12.7% YoY. Over the same period, PBT before exceptional items increased 19.2% to ₹11,666 million. Net profit was reported at ₹8,683 million, and the net profit margin was stated at 12.9%. These nine-month numbers indicate sustained growth across both the top line and profitability, as presented.

Segment snapshot from the October 31, 2025 filing

The structured extract from the October 31, 2025 results filing provided segment revenue splits in ₹ million for selected periods. For Q2 FY26, Automotive Technologies revenue was reported at ₹8,177.1 million, while “Others” was reported at ₹5,016.1 million. Total revenue for Q2 FY26 was reported at ₹23,601.4 million, compared with ₹22,821.0 million in Q1 FY26 and ₹20,728.3 million in Q2 FY25.

The same extract also stated that mobility components and related solutions accounted for a large share of segment profit, with segment profit before unallocable income, finance costs and tax reported at ₹2,708.6 million for Q2 FY26.

Stock market reaction

Following the September 2025 quarter update, Schaeffler India’s shares rose nearly 2.56% on the BSE to close at ₹4,027.15, as reported in the prompt. This move was linked in the report to the combination of higher profit, revenue growth, and improved margins.

What management highlighted

In the June 2025 quarter update carried in the prompt, Managing Director and CEO Harsha Kadam said the company delivered higher year-on-year revenue across businesses and sustained double-digit growth for the fifth consecutive quarter. He also linked improved “quality of earnings” to efficiency measures and a strategic focus on localisation. The same report noted that this performance supported what it described as a good first half of 2025.

Key financial table (all figures in ₹ million)

Selected quarterly metrics (as reported, ₹ million)

Market impact and why the numbers matter

The disclosed results show Schaeffler India maintaining a pattern of double-digit revenue growth across multiple reported quarters, alongside faster growth in PBT and PAT. The margin disclosures provide additional context, including an explicitly quantified -0.8% impact from the new labour code on the quarter’s PBT margin. The segment information in the filing points to Automotive Technologies and mobility components as meaningful contributors in the reported period, supported by the company’s broader statement that exports and Automotive Technologies helped sustain momentum.

For investors tracking auto ancillaries, the combination of revenue growth, stable-to-improving margins (as stated), and rising EPS in the filing provides a clearer picture of operating leverage during an expanding demand cycle. The reported share price reaction after the September 2025 quarter underscores that the market focused on profit growth and margin improvement alongside topline expansion.

Conclusion

Schaeffler India’s 2025 standalone performance showed higher net revenue and a stronger rise in profitability versus 2024, with PBT and PAT growing above revenue. Recent quarterly disclosures also showed YoY growth in revenue, EBITDA, and net profit, with margins holding within a narrow band despite a stated labour code impact. The next set of cues for the market will likely come from subsequent quarterly filings and any further updates on margins, segment mix, and the company’s localisation-led efficiency measures.